See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $553,399 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $190,018 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $65,000 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $25,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,024 | $47,202+35.6% | $93,606-31.6% | $99,062-35.4% |
| Participation rate | 96.4% | 57.3%+39.1pp | 68.7%+27.7pp | 71.6%+24.8pp |
| Annual return | 13.39% | 13.08%+0.3pp | 133.20%-119.8pp | 17.66%-4.3pp |
| Employer contribution / active EE | $1,475 | $1,134+30.1% | $2,420-39.1% | $3,262-54.8% |
| Participant deferral / active EE | $6,756 | $2,296+194.2% | $4,411+53.2% | $5,331+26.7% |
| Admin fee / account holder | $71 | $86-17.6% | $8,285-99.1% | $109-35.1% |